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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,889 | $152,587-96.1% | $125,175-95.3% | $152,870-96.1% |
| Participation rate | 72.7% | 83.3%-10.6pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 43.62% | 54.84%-11.2pp | 43.79%-0.2pp | 345.34%-301.7pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,053 | $5,868-65.0% | $4,937-58.4% | $5,850-64.9% |
| Admin fee / account holder | $2,220 | $13,434-83.5% | $9,702-77.1% | $11,597-80.9% |